RAAIX Mutual Fund

NAV$10.14

AUM$30M

TER2.53%

Holdings34

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RAAIX Mutual Fund

NAV$10.14

Altegris/AACA Opportunistic Real Estate Fund- Class I

AUM$30M

TER2.53%

Holdings34

See how much of RAAIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RAAIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RAAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RAAIX Mutual Fund Overlap Analysis

RAAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RAAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, RAAIX may share significant positions with broad-market funds.

RAAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAAIX tax-loss harvesting finds highly correlated but non-identical funds.